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10 Best Performing SIP Plans for 10, 20 Year Investment 2021

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10 Best SIP Plans for 10 , 20 Year Investment 2021

Updated on July 25, 2021 , 131707 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.

SIP

Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Why Should you Invest in SIP or Systematic Investment Plan?

Some of the benefits of investing in a SIP are:

Power of Compounding

Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.

Rupee Cost Averaging

The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock Market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.

Affordability

SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.

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Risk Reduction

Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.

Best SIP Plans for 10, 20 Year Investment in FY 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹136.95
↓ -0.31
₹3,494 100 24.83410633.727.870.6
Aditya Birla Sun Life Digital India Fund Growth ₹119.37
↓ -0.29
₹1,662 1,000 21.730.792.732.227.459
TATA Digital India Fund Growth ₹31.885
↓ -0.11
₹1,797 500 21.329.990.629.326.554.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.0749
↓ -0.29
₹3,610 500 8.216.935.825.323.845.2
SBI Technology Opportunities Fund Growth ₹134.635
↓ -0.46
₹915 500 22.630.182.52923.547.3
Franklin India Technology Fund Growth ₹313.697
↑ 0.55
₹605 500 11.31361.525.922.356.8
Nippon India Small Cap Fund Growth ₹76.5618
↓ -0.16
₹15,353 100 25.152.3113.522.222.129.2
PGIM India Global Agribusiness Offshore Fund Growth ₹37.89
↑ 0.60
₹1,269 1,000 5.73.835.130.921.972.4
SBI Small Cap Fund Growth ₹94.4043
↓ -0.47
₹9,091 500 15.73285.221.521.933.6
Parag Parikh Long Term Equity Fund Growth ₹46.0871
↓ -0.32
₹11,360 1,000 16.327.559.822.720.832.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jul 21
*Funds below are considering best CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.

1. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (27 Jul 21) ₹136.95 ↓ -0.31   (-0.23 %)
Net Assets (Cr) ₹3,494 on 30 Jun 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.89
Information Ratio 0.12
Alpha Ratio 24.87
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹9,534
30 Jun 18₹13,291
30 Jun 19₹14,037
30 Jun 20₹13,298
30 Jun 21₹31,119

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 6.8%
3 Month 24.8%
6 Month 34%
1 Year 106%
3 Year 33.7%
5 Year 27.8%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.97 Yr.
Priyanka Khandelwal8 Jul 200.98 Yr.
Vaibhav Dusad2 May 201.16 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology78.14%
Communication Services9.19%
Industrials7.68%
Consumer Defensive1.35%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
24%₹849 Cr5,370,218
↑ 794,019
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹276 Cr2,805,807
↑ 250,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
8%₹273 Cr2,496,107
↑ 635,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹243 Cr725,185
↑ 45,000
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹146 Cr498,305
↑ 40,234
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹104 Cr513,609
↑ 150,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹102 Cr245,969
↓ -8,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹99 Cr1,821,450
↑ 130,000
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
3%₹96 Cr367,684
↑ 49,000
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
3%₹95 Cr489,394
↑ 123,541

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (27 Jul 21) ₹119.37 ↓ -0.29   (-0.24 %)
Net Assets (Cr) ₹1,662 on 30 Jun 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 4.65
Information Ratio 0.96
Alpha Ratio 29.69
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹9,597
30 Jun 18₹13,361
30 Jun 19₹14,175
30 Jun 20₹14,607
30 Jun 21₹30,873

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 5.5%
3 Month 21.7%
6 Month 30.7%
1 Year 92.7%
3 Year 32.2%
5 Year 27.4%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 147.46 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology73.1%
Communication Services14.43%
Industrials7.92%
Asset Allocation
Asset ClassValue
Cash4.55%
Equity95.45%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
21%₹353 Cr2,235,259
↑ 125,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹167 Cr499,487
↑ 95,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹156 Cr1,419,943
↑ 205,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹113 Cr1,143,931
↑ 275,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹76 Cr882,609
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹68 Cr231,326
↑ 25,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹63 Cr658,953
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹56 Cr1,066,937
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹49 Cr2,605,109
↓ -448,543
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹43 Cr789,307
↓ -100,000

3. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 23.1% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (27 Jul 21) ₹31.885 ↓ -0.11   (-0.33 %)
Net Assets (Cr) ₹1,797 on 30 Jun 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 3.47
Information Ratio -0.42
Alpha Ratio 12.22
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹9,267
30 Jun 18₹13,767
30 Jun 19₹14,852
30 Jun 20₹13,909
30 Jun 21₹29,896

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 5.8%
3 Month 21.3%
6 Month 29.9%
1 Year 90.6%
3 Year 29.3%
5 Year 26.5%
10 Year
15 Year
Since launch 23.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 201.2 Yr.
Meeta Shetty20 Apr 201.2 Yr.
Venkat Samala26 Nov 200.59 Yr.

Data below for TATA Digital India Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology83.89%
Communication Services6.84%
Industrials6.61%
Consumer Cyclical0.71%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
20%₹353 Cr2,230,000
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
15%₹272 Cr813,126
↑ 200,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
8%₹140 Cr1,275,000
↑ 440,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹130 Cr1,323,741
↑ 124,741
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
6%₹110 Cr375,363
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
4%₹74 Cr1,350,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
4%₹67 Cr783,339
↑ 50,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹61 Cr1,531,048
↑ 26,048
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹56 Cr138,331
↑ 25,600
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹53 Cr107,330

4. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (26 Jul 21) ₹59.0749 ↓ -0.29   (-0.49 %)
Net Assets (Cr) ₹3,610 on 30 Jun 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.55
Information Ratio -0.19
Alpha Ratio -1.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,433
30 Jun 18₹14,763
30 Jun 19₹16,274
30 Jun 20₹21,562
30 Jun 21₹29,249

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 4.2%
3 Month 8.2%
6 Month 16.9%
1 Year 35.8%
3 Year 25.3%
5 Year 23.8%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.85 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology27.03%
Health Care16.11%
Financial Services15.29%
Consumer Cyclical13.95%
Communication Services8.53%
Real Estate4.47%
Industrials4.46%
Consumer Defensive3.28%
Basic Materials1.39%
Utility0.42%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity95.27%
Other3.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,606 Cr5,866,459
↑ 123,458
Call, Cash & Other Assets
Net Current Assets | -
0%₹4 Cr

5. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 23% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (27 Jul 21) ₹134.635 ↓ -0.46   (-0.34 %)
Net Assets (Cr) ₹915 on 30 Jun 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 4.18
Information Ratio 0.58
Alpha Ratio 20.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹9,607
30 Jun 18₹13,415
30 Jun 19₹14,323
30 Jun 20₹14,278
30 Jun 21₹27,851

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 7.3%
3 Month 22.6%
6 Month 30.1%
1 Year 82.5%
3 Year 29%
5 Year 23.5%
10 Year
15 Year
Since launch 23%
Historical performance (Yearly) on absolute basis
YearReturns
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 1110.09 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology74.86%
Communication Services13.53%
Industrials3.4%
Financial Services1.84%
Asset Allocation
Asset ClassValue
Cash6.37%
Equity93.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
24%₹218 Cr1,376,700
↑ 156,500
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹80 Cr4,425
↑ 1,370
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹74 Cr750,374
↑ 103,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
7%₹64 Cr191,411
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
5%₹46 Cr417,935
↑ 65,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
5%₹42 Cr144,100
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
5%₹42 Cr103,000
↑ 84,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
4%₹35 Cr673,130
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
4%₹35 Cr1,857,000
↓ -1,098,000
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
3%₹31 Cr362,150

6. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 19.8% since its launch.  Ranked 41 in Sectoral category.  Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (26 Jul 21) ₹313.697 ↑ 0.55   (0.17 %)
Net Assets (Cr) ₹605 on 30 Jun 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.38
Information Ratio 0.14
Alpha Ratio 11.29
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹10,158
30 Jun 18₹13,319
30 Jun 19₹13,889
30 Jun 20₹14,933
30 Jun 21₹26,511

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 2.5%
3 Month 11.3%
6 Month 13%
1 Year 61.5%
3 Year 25.9%
5 Year 22.3%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.34 Yr.
Varun Sharma30 Nov 155.59 Yr.
Mayank Bukrediwala24 Aug 200.85 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology71.24%
Communication Services14.8%
Consumer Cyclical4.16%
Industrials2.84%
Financial Services0.68%
Real Estate0.19%
Health Care0.09%
Consumer Defensive0.03%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.09%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
25%₹149 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹59 Cr176,000
↑ 1,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹56 Cr570,000
Franklin Technology I Acc USD
Investment Fund | -
7%₹44 Cr91,868
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹36 Cr73,229
↑ 13,974
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
6%₹35 Cr320,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹32 Cr600,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹17 Cr200,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA
3%₹17 Cr2,800
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
2%₹13 Cr60,135

7. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (27 Jul 21) ₹76.5618 ↓ -0.16   (-0.21 %)
Net Assets (Cr) ₹15,353 on 30 Jun 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 4.38
Information Ratio 1.01
Alpha Ratio 0.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,479
30 Jun 18₹15,029
30 Jun 19₹14,409
30 Jun 20₹12,545
30 Jun 21₹26,159

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 8.2%
3 Month 25.1%
6 Month 52.3%
1 Year 113.5%
3 Year 22.2%
5 Year 22.1%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 174.5 Yr.
Kinjal Desai25 May 183.1 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials23.9%
Basic Materials20.72%
Consumer Cyclical12.06%
Consumer Defensive11.89%
Technology10.21%
Financial Services7.79%
Health Care5.06%
Communication Services3.79%
Utility2.23%
Real Estate0.27%
Asset Allocation
Asset ClassValue
Cash2.07%
Equity97.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
4%₹578 Cr3,193,921
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
3%₹417 Cr1,111,721
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹385 Cr3,296,395
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹353 Cr9,917,135
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹346 Cr2,850,086
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
2%₹343 Cr3,339,223
↓ -51,703
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹336 Cr10,706,033
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 15 | 532497
2%₹288 Cr3,793,800
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹275 Cr623,042
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹275 Cr9,572,735
↑ 528,621

8. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2020 was 72.4% , 2019 was 30.9% and 2018 was 0.3% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (26 Jul 21) ₹37.89 ↑ 0.60   (1.61 %)
Net Assets (Cr) ₹1,269 on 30 Jun 21
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio 1.44
Information Ratio 1
Alpha Ratio 7.55
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹10,313
30 Jun 18₹12,192
30 Jun 19₹13,982
30 Jun 20₹19,493
30 Jun 21₹27,599

PGIM India Global Agribusiness Offshore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 3.6%
3 Month 5.7%
6 Month 3.8%
1 Year 35.1%
3 Year 30.9%
5 Year 21.9%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 72.4%
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
2014 0.9%
2013 13.4%
2012 19.9%
2011 1.4%
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure
Ravi Adukia1 Jun 210.08 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 30 Jun 21

Asset Allocation
Asset ClassValue
Cash2.84%
Equity97.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
98%₹1,240 Cr570,433
↑ 24,690
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
3%₹38 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%-₹9 Cr

9. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.8% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (27 Jul 21) ₹94.4043 ↓ -0.47   (-0.50 %)
Net Assets (Cr) ₹9,091 on 30 Jun 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.84
Information Ratio 0.59
Alpha Ratio -9.4
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,005
30 Jun 18₹15,008
30 Jun 19₹15,144
30 Jun 20₹14,301
30 Jun 21₹27,050

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 3.7%
3 Month 15.7%
6 Month 32%
1 Year 85.2%
3 Year 21.5%
5 Year 21.9%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.63 Yr.

Data below for SBI Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials40.06%
Consumer Cyclical20.36%
Basic Materials17.09%
Consumer Defensive6.88%
Financial Services4.12%
Health Care3.93%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity96.47%
Debt0.18%
Other0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹397 Cr19,173,605
↓ -194,329
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
4%₹336 Cr12,689,795
↑ 2,689,795
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹321 Cr5,300,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹297 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹296 Cr790,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹285 Cr1,000,000
↓ -241,570
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | 522287
3%₹267 Cr6,266,658
↑ 70,849
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹254 Cr2,846,666
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹239 Cr2,016,798
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹237 Cr2,900,000

10. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (27 Jul 21) ₹46.0871 ↓ -0.32   (-0.70 %)
Net Assets (Cr) ₹11,360 on 30 Jun 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 4.33
Information Ratio 0.68
Alpha Ratio 24.16
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,924
30 Jun 18₹13,795
30 Jun 19₹14,589
30 Jun 20₹15,408
30 Jun 21₹24,894

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 7.8%
3 Month 16.3%
6 Month 27.5%
1 Year 59.8%
3 Year 22.7%
5 Year 20.8%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.43 Yr.
Rajeev Thakkar24 May 138.11 Yr.
Raunak Onkar24 May 138.11 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services29.9%
Technology23.55%
Consumer Cyclical15.01%
Communication Services14.61%
Consumer Defensive7.76%
Health Care4.32%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc A (Communication Services)
Equity, Since 31 May 21 | GOOGL
8%₹958 Cr52,721
↑ 27,210
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹903 Cr2,497,769
↑ 142,900
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹881 Cr43,481,703
↑ 5,066,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹844 Cr418,297
↑ 11,600
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹702 Cr268,306
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹681 Cr26,573
↑ 5,500
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
6%₹681 Cr2,316,910
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹573 Cr5,824,625
↑ 457,900
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹567 Cr1,954,896
↑ 235,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
5%₹553 Cr14,735,528

How to Invest in Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

FAQs

1. Can I choose the time when the amount will be debited?

A: No, the period when the amount will be debited from your Bank account will depend on the SIP that you have decided to invest in. You can choose to invest in a SIP right for a year period to 10+ years. Depending on the tenure of the SIP, the amount will be deducted from your account.

2. Are the period and tenure for SIP a same thing/term?

A: Yes, they are the same. When you read the offer document, check the SIP term carefully, as this will tell you the period/tenure they money will be deducted from your account. Choosing the tenure is completely the investor's choice.

3. Can the tenures of SIPs be changed?

A: If you have chosen a plan that mandates the SIP, then you have to complete that tenure. After tenure, you can withdraw the entire amount. However, if you want to renew the investment, you can change the tenure and select a different SIP with a more extended mandate.

4. Can I change the investment amount for SIPs?

A: You can choose to invest in flexible SIPs. These SIPs allow you to change the amount of money that you can invest during the investment period. During your tenure, you can change the amount of money you want to invest in the SIPs depending on your cash flow.

5. What are long-term SIPs?

A: A long-term SIP will be one in which you invest for nearly 5 to 10 years. Ideally, long-term SIPs have more chances to give good returns.

6. Can I pull out of a SIP before the tenure?

A: It would be best if you didn't pull out of a SIP before completing its tenure. Sometimes the investment might not have an exit load, but that depends entirely on the particular SIP. If you are unsure of the investment you are making, you should start small by investing only INR 500 for one year. As your risk taking appetite increases, you can increase your investment.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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SHiva, posted on 28 Oct 19 9:03 AM

Well explanation with indepth details.very inspirational information for investment in MF. Thanks.

Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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